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Author: Gardner Sherrill

After 16 years as a High Net Worth Private Banker I opened my firm in 2011 to create an unbiased and client-centered wealth management firm. As an independent advisor I can now solely focus on helping clients define and pursue their unique goals. Read More
Spotting Credit Trouble

Spotting Credit Trouble

Almost half of American households carry a balance on their credit cards, and the average debt totals $15,325.1 The wise use of credit is a critical skill in today’s world. Used unwisely, credit can rapidly turn from a useful tool to a crippling burden. There are a number of warning signs that you may be approaching credit problems:

New Wealth Management firm opens in Bradenton

New Wealth Management firm opens in Bradenton

August 30, 2012 New Wealth Management firm opens in Bradenton Bradenton, Fl – Gardner Sherrill, MBA, CFP® a longtime local resident of Bradenton and Wealth Advisor has partnered with LPL Financial, the nation’s leading independent broker-dealer firm*, to open a local Concierge Financial Services firm. Gardner has practiced financial planning for the past 17 years, most recently with Wells Fargo and Northern Trust. “I see great value in the old model of building one-on-one relationships with clients, offering personalized attention…

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Only 168 Hours in a Week

Only 168 Hours in a Week

Where does the time Go?​We tell ourselves we’d like to read more, get to the gym regularly, try new hobbies, and accomplish all kinds of goals. But then we give up because there just aren’t enough hours to do it all. Or if we don’t make excuses, we make sacrifices- taking time out from other things in order to fit it all in. There are only 168 hours in a week. The attached worksheet can help you in getting the…

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What is a CFP

What is a CFP

Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require CFP®professionals to act in your best interest, putting your needs above their own. Continue Reading

Our Gulf Coast Leaders Take the Cake

Our Gulf Coast Leaders Take the Cake

August 12, 2011Gulf Coast News Congratulations to the 24 aspiring and inspiring leaders from across our region who completed our Gulf Coast Leadership Institute. The tight-knit group finished the three-month leadership-development program and celebrated their graduation on July 29 at Venetian Golf and River Club in North Venice. Gulf Coast President and CEO Teri A Hansen said of the group, “With the important issues in our region needing civil discourse and all sides to be heard, Gulf Coast applauds these…

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Gardner Sherrill elected to the New College Foundation Board of Trustees

Gardner Sherrill elected to the New College Foundation Board of Trustees

August 4, 2011Foundation NewsThe New College Foundation has announced the election of R. Gardner Sherrill to its Board of Trustees. The Foundation raises funds to support New College of Florida, the state’s designated honors college, ranked among the country’s finest and most affordable liberal arts institutions. Gardner is a wealth advisor at The Private Bank of Wells Fargo, where he helps create and execute a personal wealth plan for his clients and their families. Prior to Wells Fargo, he held…

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